iShares MSCI World Inf.Techn.S.ESG U.E./ IE00BJ5JNY98 /
NAV2024-05-13 | Chg.+0.0296 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
12.2214USD | +0.24% | paying dividend | Equity Worldwide | BlackRock AM (IE) ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2019 | - | - | - | - | - | - | - | - | - | - | 5.34 | 4.13 | - |
2020 | 3.34 | -7.36 | -9.27 | 13.55 | 7.69 | 7.24 | 5.84 | 10.14 | -4.11 | -5.16 | 12.56 | 5.71 | +43.69% |
2021 | -0.56 | 1.20 | 0.74 | 5.46 | -0.99 | 6.77 | 3.55 | 3.85 | -5.72 | 7.51 | 2.62 | 2.59 | +29.69% |
2022 | -8.49 | -4.68 | 2.65 | -13.00 | -0.66 | -10.44 | 11.72 | -6.98 | -12.47 | 7.29 | 8.48 | -7.95 | -32.45% |
2023 | 11.18 | -0.88 | 10.37 | -0.64 | 9.75 | 5.29 | 3.58 | -0.32 | -6.83 | -0.71 | 14.32 | 4.73 | +59.71% |
2024 | 5.31 | 7.40 | 2.43 | -7.63 | 3.91 | - | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 19.69% | 17.78% | 18.14% | 23.33% | -% |
Sharpe ratio | 1.54 | 2.52 | 2.29 | 0.50 | - |
Best month | +7.40% | +14.32% | +14.32% | +14.32% | +14.32% |
Worst month | -7.63% | -7.63% | -7.63% | -13.00% | -13.00% |
Maximum loss | -10.65% | -10.65% | -11.16% | -39.08% | - |
Outperformance | +6.74% | - | +1.09% | - | - |
All quotes in USD
Performance
YTD | +11.21% | ||
---|---|---|---|
6 Months | +21.70% | ||
1 Year | +45.05% | ||
3 Years | +54.09% | ||
5 Years | - | ||
10 Years | - | ||
Since start | +150.09% | ||
Year | |||
2023 | +59.71% | ||
2022 | -32.45% | ||
2021 | +29.69% | ||
2020 | +43.69% |
Dividends
2023-12-14 | 0.02 USD |
2023-06-15 | 0.03 USD |
2022-12-15 | 0.03 USD |
2022-06-16 | 0.03 USD |
2021-12-16 | 0.02 USD |
2021-06-17 | 0.02 USD |
2020-12-10 | 0.02 USD |
2020-06-11 | 0.03 USD |
2019-12-12 | 0.01 USD |